Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Fund Class R-4 Mutual fund in their Schedule of Assets, totaling $17.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TOPGOLF INTERNATIONAL, INC. TOPGOLF 401(K) PLAN | DALLAS TX | 40,445 | $126.3M | $10.8M |
| 2 | ABACUS INFORMATION TECHNOLOGY LLC ABACUS GROUP, LLC 401(K) PLAN | NEW YORK NY | 270 | $24.0M | $3.9M |
| 3 | ELEMENTUM SCM, INC. ELEMENTUM RETIREMENT PLAN |
SALT LAKE CITY UT |
| 45 |
| $11.3M |
| $1.1M |
| 4 | HOUSE HASSON HARDWARE CO., INC. HOUSE HASSON HARDWARE CO. , INC. EMPLOYEES | KNOXVILLE TN | 649 | $22.3M | $643K |
| 5 | ENERGY EXPERTS INTERNATIONAL ENERGY EXPERTS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST | REDWOOD CITY CA | 122 | $10.5M | $533K |
| 6 | AG RX AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | OXNARD CA | 120 | $18.8M | $317K |
